Paul Adams & Cory Shepherd
More Than Commas
Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. The only question is, will you have a Good Life? No one has one by default, only by design. Most of the fi...
Author
Paul Adams & Cory Shepherd
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Podcast website
Latest episode
Jul 7, 2026
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Episodes
067 Aviv Shahar - Questions from Aviv's New Book, Create New Futures 20.06.2017 42:09
Aviv Shahar is a former fighter pilot of the Israeli military, host of the Create New Futures Podcast and author of the book, Create New Futures. Aviv helps company executives become transformational leaders and to create new futures. In this episode I speak to him about how your present and future can update your past and how understanding the idea of a complaint as an unmet need of others can he...
066 - What the 401(k) Part 3 - Optimizing Your 401(k) 13.06.2017 29:45
In part 3 of this series on 401(k) plans, Paul Adams talks about the importance of assessing your financial situation, how much you should begin contributing to your 401(k), how you should invest your money, and how to choose the taxation of the money. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended for...
065 - What the 401(k)? Part 2 — Who Has An Interest In Your Participating 06.06.2017 20:47
Paul continues his discussion on the 401(k) and covers why both financial institutions and the IRS want you to put money into it. The 401(k) can actually be damaging to your financial future if you aren't aware how to navigate it correctly. However, there are ways where you can make your 401(k) work for you, but you'll have to tune into next week's show to find out! For full show notes and to down...
064 - Your 401(k) and What It Means to Your Employer 30.05.2017 16:37
There are three large groups out there who are deeply invested and interested in your 401(k). Paul Adams is here to shed some light on who those groups are, and what roles they play, when it comes to your money. Today's episode dives into the 401(k) from your employer's perspective. It's important to have tools to help you navigate this space, or else you could be stuck in a corporate American job...
063 Gary Ward - High Performance and Celebrity Health with Dr. Gary Ward 23.05.2017 43:09
Dr. Gary Ward has been a family physician and GP for 30 years. Gary and his wife Claire live in Perth, Western Australia. Gary talks about how we disregard our biology; that somehow in our conceit and entitlement, we have come to think that we are above it. We sometimes forget that we are merely an organism in an environment. Gary also discusses our ancient brain and how we are programmed to respo...
062 Marcus Bell - Fame, Fortune, and Broke Part 2 with Marcus Bell of Bellringer Productions 16.05.2017 48:25
Marcus "Bellringer" Bell is a veteran music business entrepreneur and music producer. He has marketed and promoted, produced and written for, mentored and artist developed, some of the world's biggest superstars such as Usher, Britney Spears, and more. This episode is part two of a two-part interview with Marcus. Marcus continues his discussion on the highs and lows of what fame can do to somebody...
061 Marcus Bell - Fame, Fortune, and Broke with Marcus Bell of Bellringer Productions 09.05.2017 32:45
Marcus "Bellringer" Bell is a veteran music business entrepreneur and music producer. He has marketed and promoted, produced and written for, mentored and artist developed, some of the world's biggest superstars such as Usher, Britney Spears, and more. Marcus has seen the highs and lows as to what fame can do to somebody's career and financial future. This is part one of a two-part interview with...
060 - Outrageously Priced by Design Part 2 25.04.2017 34:05
Paul Adams interviews Kevin Short, the Managing Partner & CEO of Clayton Capital Partners, and the author of Sell Your Business for An Outrageous Price. This is two of a two-part interview on Kevin's process, and how he helps business owners get every last dollar from their hard-earned investment. Be sure to listen to last week's episode before listening to this one! For full show notes and to dow...
059 - Outrageously Priced by Design Part 1 18.04.2017 29:36
Paul Adams interviews Kevin Short, the Managing Partner & CEO of Clayton Capital Partners, and the author of Sell Your Business for An Outrageous Price. This is just part one of a two-part interview on Kevin's process, and how he helps business owners get every last dollar from their hard-earned investment. For full show notes and to download a FREE copy of the transcript for this episode, visit:...
058 - What's New on Sound Financial Bites 11.04.2017 23:21
Paul Adams has just come back from a fantastic conference called Social Media Marketing World. He has a lot of takeaways, but most importantly, he discusses some of the new changes and pivots the podcast will take in order to better serve you, the listener! For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog This Material is Intended...
057 - Design and Build Your Life In Order — Sufficiency Surplus Superfluence 07.03.2017 30:31
Paul Adams discusses the difference between living a sufficiency, surplus, or superfluence lifestyle, and what kind of numbers you need if you were to fall into one of these three categories. There's nothing wrong with living a lavish lifestyle, but make sure you have enough funds on your balance sheet to sustain you. For full show notes and to download a FREE copy of the transcript for this episo...
056 - Why Fees, Why Now 28.02.2017 30:38
Paul Adams discusses how traditional advisors are compensated, and why this is often a bad thing when it comes leveraging the best options for your money. Paul also explains why he shifted from the traditional commission-based pay structure, into what he currently uses now, which is designed to help the client in the best possible way. For full show notes and to download a FREE copy of the transcr...
055 - The Media May be Misguided on Market 14.02.2017 12:05
Financial sectors and other media outlets have been reporting that a Donald Trump Presidency will badly affect the stock market. How true are some of these statements, though? To be clear, this podcast episode has nothing to do with Trump himself and his administration, instead, it dives into a biased financial media that profits off your moving your money elsewhere. For full show notes and to dow...
054 Al Davis & Bill Lawrence - Speaking Bankanese with Al Davis & Bill Lawrence 07.02.2017 43:41
Why do you need to understand the way banks speak? When it comes to your money, it's important to be able to translate what banks are saying to you into English, and avoid being the prey in a predator system. Today, Paul invites Al Davis and Bill Lawrence to help us decode this 'Bankanese' language, and make sense of it all. For full show notes and to download a FREE copy of the transcript for thi...
053 Charlotte Whitmore - Firing yourself as CEO with Charlotte Whitmore of Analytics Pros 31.01.2017 41:27
Charlotte and Caleb Whitmore founded their company, Analytics Pros, in 2009. Charlotte explains what it was like to have a fast-growing startup with no systems in place. She was tired, overwhelmed, and on the brink of being absolutely burnt out. However, she discusses how she was able to transfer the baton over to someone else with more experience, and why firing herself as CEO was the best decisi...
052 - Why All Your Advisors Should be Virtual 25.01.2017 13:36
Paul Adam discusses why your financial advisors should be virtual, and why you need a team of them working on your side (not just one CPA). You're bound to move throughout the length of your career, so don't let location stop you from growing and protecting your wealth. For full show notes and to download a FREE copy of the transcript for this episode, visit: http://www.sfgwa.com/blog Paul Adams i...
051 Todd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 2 17.01.2017 37:07
Todd Matthews returns to the Sound Financial Bites studio to turn the tables and interview Paul! He follows up on their in-person interview and gets the background story on Paul's first foray into investing, lessons learned from his father and how he's been able to apply those lessons in building Sound Financial Group. For full show notes and to download a FREE copy of the transcript for this epis...
050 Todd Matthews - Todd Matthews Turns the Tables on Paul Adams - Part 1 10.01.2017 39:03
Todd Matthews returns to the Sound Financial Bites studio to turn the tables and interview Paul! He follows up on their in-person interview and gets the background story on Paul's first foray into investing, lessons learned from his father and how he's been able to apply those lessons in building Sound Financial Group. For full show notes and to download a FREE copy of the transcript for this epis...
049 - Sending Your Money to College 03.01.2017 32:33
Parents and future parents get a little touchy when it comes to this topic. Is it your moral obligation to send your child, and pay, for their college? By sending your money off to college, you might actually be jeopardising your own balance sheet, and putting more strain on yourself as you reach old age. Your children might even have to pitch in to help keep you sustained after retirement. Today,...
048 - Where Can Your Human Capital Make You Money 27.12.2016 21:10
In today's discussion, Paul focuses on why we need to spend like the rich, not save like them. The rich spend their money on acquiring more assets, and by investing in our own education, we will be well-equipped for the financial decisions necessary to help keep our assets intact and growing. You have to understand your own portfolio! Do not toss it blindly into someone else's hands. For full show...
047 - Build Your Aims for 2017 20.12.2016 26:55
Paul discusses the type of goals and clear vision you should be thinking about for the new year. He talks on how you should begin to set your aims for 2017, and encourages you not to just do it because someone told you to, but to do it because your future depends on the life you choose to create today. For full show notes and to download a FREE copy of the transcript for this episode, visit: http:...
046 Aviv Shahar - Conversation Is the Currency of Leadership 13.12.2016 52:24
Aviv Shahar has been helping senior executives create new futures for the last 16 years at his company, Aviv Consulting. Aviv is able to to unleash new energy and create happier and healthier teams within organizations. How is he able to do it? Well, it first begins with conversation and seeing it as a powerful currency; not just a tool. For full show notes and to download a FREE copy of the trans...
045 - The Market Will Crash Again 06.12.2016 26:10
Paul discusses what happens when a market crashes, and how you can leverage it to your benefit. It is in the financial institution's personal interest to keep you worried and believing that the sky is falling. They are constantly providing 'shocking' points to keep your eyeballs glued to the screen. Paul asks that you don't fall for it. Focus on the facts, not the fears, in front of you, and you w...
044 - Why a Wealth Coordination Account 29.11.2016 26:21
Six months ago, Paul recorded his first podcast, underlining why the wealth coordination account was so important for our financial future. This week's episode is a gentle reminder why you should not let your wealth coordination account slip by the wayside. Listen in to find out what you need to know about wealth coordination accounts. For full show notes and to download a FREE copy of the transcr...
043 Maggie Richter - Mortgage Myths for Entrepreneurs 22.11.2016 33:07
Today's special guest is Maggie Richter, Loan Advisor for RPM Mortgage. Maggie helps 'bust' some common mortgage myths, for both entrepreneurs and W2 executives, on this week's show. It can be frustrating, applying for a mortgage, because it can often feel very invasive and extreme, but Maggie is here to explain why these requests are so important for your application. For full show notes and to d...
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